|
526
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$159K
|
+$154K
|
+843
|
New
|
|
|
527
|
Kings Point Capital Management
Great Neck,
New York
|
$155K
|
–
|
–
|
–
|
|
|
528
|
Hills Bank & Trust
North Liberty,
Iowa
|
$151K
|
–
|
–
|
–
|
|
|
529
|
NEPC LLC
Boston,
Massachusetts
|
$149K
|
+$144K
|
+789
|
New
|
|
|
530
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$144K
|
–
|
–
|
–
|
|
|
531
|
GoalVest Advisory
New York
|
$144K
|
+$140K
|
+764
|
New
|
|
|
532
|
CVA Family Office
Denver,
Colorado
|
$143K
|
+$183
|
+1
|
+0.1%
|
|
|
533
|
Geneos Wealth Management
Englewood,
Colorado
|
$119K
|
-$2.36M
|
-12,925
|
-95%
|
|
|
534
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$114K
|
–
|
–
|
–
|
|
|
535
|
Selective Wealth Management
Forest,
Virginia
|
$111K
|
+$108K
|
+591
|
New
|
|
|
536
|
Perennial Advisors
New York
|
$94K
|
+$1.46K
|
+8
|
+2%
|
|
|
537
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$93K
|
–
|
–
|
–
|
|
|
538
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$88K
|
–
|
–
|
–
|
|
|
539
|
Meeder Asset Management
Dublin,
Ohio
|
$88K
|
+$73.8K
|
+404
|
+652%
|
|
|
540
|
Sandy Spring Bank
Olney,
Maryland
|
$85K
|
–
|
–
|
–
|
|
|
541
|
Aspire Private Capital
Cornelius,
North Carolina
|
$75K
|
-$32K
|
-175
|
-31%
|
|
|
542
|
Ironwood Financial
Tucson,
Arizona
|
$75K
|
–
|
–
|
–
|
|
|
543
|
M&R Capital Management
Summit,
New Jersey
|
$66K
|
–
|
–
|
–
|
|
|
544
|
McIlrath & Eck
Arlington,
Washington
|
$64K
|
-$1.65K
|
-9
|
-3%
|
|
|
545
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$59K
|
+$2.92K
|
+16
|
+5%
|
|
|
546
|
Rockbridge Investment Management
Syracuse,
New York
|
$58K
|
-$24.7K
|
-135
|
-31%
|
|
|
547
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$57K
|
–
|
–
|
–
|
|
|
548
|
Lenox Wealth Advisors
New York
|
$57K
|
–
|
–
|
–
|
|
|
549
|
|
$57K
|
–
|
–
|
–
|
|
|
550
|
Matrix Private Capital Group
New York
|
$57K
|
+$8.41K
|
+46
|
+18%
|
|
